Wedding Desk is currently in beta. These guides describe the workflows that are available now. Some articles are still being expanded with fuller instructions, screenshots and video.
What this article covers
Use Also save to Contacts when a project vendor should become a reusable contact.
Steps
- Open the project.
- Go to Vendors.
- Click Add vendor.
- Enter a contact name or company.
- Fill in useful shared contact details.
- Select Also save to Contacts.
- Add wedding-specific notes if needed.
- Click Save vendor.
What happens after saving
Wedding Desk saves the vendor to the current project and creates a reusable contact record. Wedding-only notes and timeline links stay on this project.
Tips & suggestions
- Save vendors to Contacts when you expect to work with them again.
- Do not put one-wedding instructions in the reusable contact notes.
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